See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $22,605 |
FINANCIAL ADVOCATES5 years Filed as: FINANCIAL ADVOCATES ADVISORY SER Service code 27 · EIN 26-2456952 | Advisory (Plan) | $14,668 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,283 | $82,664-11.3% | $125,339-41.5% | $68,494+7.0% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,071 | $3,381-38.7% | $4,814-57.0% | $2,596-20.2% |
| Participant deferral / active EE | $12,011 | $6,110+96.6% | $7,446+61.3% | $4,027+198.2% |
| Admin fee / account holder | $404 | $6,275-93.6% | $10,010-96.0% | $5,403-92.5% |